- The following returns must be expressed as annual effective rates:
- Plot cumulative returns for the following portfolio for the last 5 years (one plot) and the last 1 year (second plot):
- Original Portfolio
Calculate a simplistic after tax return based on the following formula …
What are the steps I would need to take using Excel in order find the cumulative return, and when using a weighted portfolio do i multiply the weights by the returns then add the results? and how do you calculate a risk free portfolio ? is it done using the daily cash rate ?